All-In with Chamath, Jason, Sacks & Friedberg cover image

E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

All-In with Chamath, Jason, Sacks & Friedberg

CHAPTER

Meta vs. Snap: A Tale of Two Tech Giants

This chapter examines the stark contrasting performances of Meta and Snap, focusing on Meta's successful recovery and Snap's stock decline. It discusses Snap's governance issues, the impact of executive compensation, and the disparity in shareholder voting power that hinders investor engagement. The conversation also highlights Meta's strategic pivot towards AI and effective operating cost management, illustrating the competitive advantages that allow Meta to thrive amidst challenges in the tech landscape.

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